Analysts expect Q1 2026 EPS of $0.92 to $0.93, a modest 1-2% increase year-over-year from $0.91 in Q1 2025. Consensus revenue estimate around $830 million, implying over 20% growth from the prior-year quarter.

BWX Technologies announced the acquisition of Precision Components Group on April 20, enhancing U. S.

EH declined -3.5% over the past 30 days amid post-earnings consolidation and sector volatility in urban air mobility (UAM). Over the past quarter, EH fell -21%, reflecting broader concerns in China-based tech stocks and eVTOL regulatory hurdles.

BA surged +10.5% over the past 30 days, driven by a strong Q1 2026 earnings beat with revenue up 14% to $22.2 billion and a narrower loss, alongside new aircraft orders from Biman Bangladesh Airlines. Over the past quarter, BA declined -1.7%, reflecting ongoing production challenges and regulatory hurdles despite sector tailwinds.

NOC declined approximately -17% over the past 30 days, primarily due to a sharp selloff following Q1 2026 earnings despite beating estimates, driven by concerns over cash burn and a Space Systems charge. Over the past quarter, the stock fell around -20%, reflecting a retreat from March highs amid broader defense sector pressures and uncertainty on program profitability.

LMT stock declined approximately -17% over the past 30 days, primarily driven by a Q1 2026 earnings miss, production delays on key programs like the F-16, and negative free cash flow. Over the past quarter, shares fell around -19%, erasing earlier gains amid company-specific challenges despite strong sector demand for defense products.

EVTL rose +2.5% over the past 30 days, driven by successful piloted eVTOL (electric vertical takeoff and landing) transition flight and new financing announcements. The stock declined -43.4% over the past quarter amid cash burn concerns and broader market volatility in the advanced air mobility sector.

ACHR gained approximately +10% over the past 30 days, driven by renewed investor interest in eVTOL (electric vertical take-off and landing) sector momentum and positive FAA certification updates. Over the past quarter, ACHR declined -19%, reflecting concerns over cash burn rates and competition in the urban air mobility space.

L3Harris delivered strong Q1 2026 results, with 15% organic revenue growth and adjusted EPS (earnings per share) of $2.72, surpassing estimates. Record orders of $7.8 billion yielded a book-to-bill ratio (orders divided by revenue) of 1.4x, boosting backlog to all-time highs.

RTX reported Q1 2026 sales of $22.1 billion, up 10% organically, and adjusted EPS (earnings per share) of $1.78, beating consensus estimates. Company raised full-year 2026 guidance to sales of $92.5-$93.5 billion and adjusted EPS of $6.70-$6.90.

Textron reported Q1 2026 adjusted EPS of $1.45, surpassing estimates of $1.32, with revenues rising 12% to $3.7 billion. Company announced plans to separate its Industrial segment within 12-18 months, positioning as a pure-play aerospace and defense firm with $12 billion in projected 2026 revenues and $19 billion backlog.

Airbus SE reported Q1 2026 aircraft deliveries of 114 units, down 16% year-over-year and the lowest since 2009, driving a 52% drop in profits. The company reaffirmed its full-year 2026 guidance, targeting around 870 commercial aircraft deliveries and adjusted EBIT (earnings before interest and taxes) of approximately €7 billion.

NOC stock declined -18% over the past 30 days amid a broader defense sector selloff, despite beating Q1 earnings estimates. The stock experienced sharp volatility, dropping post-earnings on April 21 even as revenue and EPS exceeded forecasts.

LMT stock declined approximately -17% over the past 30 days, primarily driven by a Q1 2026 earnings miss that pressured investor sentiment. Over the past quarter, the stock fell around -19%, reflecting volatility after earlier peaks amid broader defense sector strength.

Shares of MRLN are declining approximately 22.06% in Wednesday's session on April 29, 2026, falling from a prior close of $11.56 to approximately $9.02, as the post-SPAC structural devaluation cycle enters a more acute phase following the decisive breach of the psychologically significant $10.00 support level — a technical breakdown that is triggering automated stop-loss selling and accelerating institutional de-risking in the absence of any positive fundamental catalyst.

Analysts forecast Q1 2026 revenue of $12.71 billion, reflecting 4.1% year-over-year (YoY) growth from $12.2 billion in Q1 2025. Consensus diluted earnings per share (EPS) stands at $3.69, a slight 0.8% increase from $3.66 reported last year.

DroneShield reported Q1 2026 revenue of A$74.1 million, up 121% year-over-year, marking its second-highest quarter on record. Cash receipts surged 369% to A$77.4 million, driven by strong military demand for counter-unmanned aerial systems (C-UAS) technology.

ParaZero reported 12.3% revenue growth for 2025 to $1.05 million, with early 2026 orders reaching $1.28 million, surpassing prior-year totals. Multiple follow-on orders for DefendAir counter-unmanned aerial systems (C-UAS) from Israeli defense entities highlight growing operational reliance.

AIRO Group Holdings reported full-year 2025 revenue of $90.9 million, up slightly from 2024, with Q4 surging to $48.3 million. The company holds a strong cash position of $74.4 million, supporting ongoing operations and growth initiatives.

Elbit Systems beat Q4 2025 earnings expectations with EPS of $3.56, driving a sharp share price rally. Recent contracts worth over $220 million, including $200 million for airborne munitions, underscore robust demand.